James
Starnes

Cetera Investment Advisers LLC

CRD#4309891
Investment Advisor
in Houston, TX

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About this Advisor

James Starnes is a financial advisor based in Houston, Texas, working with Cetera Investment Advisers LLC. James has previously held positions at Metlife Securities, Mml Investors Services, LLC, Cetera Advisors LLC, Totus Wealth Management, LLC, Totus Financial Group, Inc, Texas Gulf Coast Insurance Agency LLC, Texas Gulf Coast Financial Group LLC, James Starnes, Gulf States Financial Group, Inc, Starnes Family Ventures LLC, The Starnes Group, Inc, Gulf Coast Property & Casualty LLC, Starnes Brothers Holding, Inc, Starnes Holdings, Inc, Totus Insurance Agency, LLC, Totus Strategy Partners, LLC, Totus Business Solutions, LLC, Totus Insured Solutions, LLC, and Cetera Investment Advisers LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, James is part of Cetera Investment Advisers LLC, which operates out of Houston, Texas. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

701 North Post Oak Rd Suite 320
Houston, TX 77024

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

TX Average: $6,674,516,078
Total Number of Employees

6,648

TX Average: 44
Total Number of Accounts

423,554

TX Average: 2,564
Average Account Size

$246,648

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

James Starnes Work History

2024 - Present (0 year)

Cetera Investment Advisers LLC

2023 - Present (1 year)

Totus Strategy Partners, LLC

2023 - Present (1 year)

Totus Business Solutions, LLC

2023 - Present (1 year)

Totus Insured Solutions, LLC

2021 - Present (3 years)

Cetera Advisors LLC

2021 - Present (3 years)

Totus Wealth Management, LLC

2021 - Present (3 years)

Totus Financial Group, Inc

2021 - Present (3 years)

Gulf States Financial Group, Inc

2021 - Present (3 years)

Totus Insurance Agency, LLC

2019 - Present (5 years)

Gulf Coast Property & Casualty LLC

2018 - Present (6 years)

Texas Gulf Coast Insurance Agency LLC

2018 - Present (6 years)

Starnes Family Ventures LLC

2016 - Present (8 years)

Texas Gulf Coast Financial Group LLC

2016 - Present (8 years)

James Starnes

2016 - Present (8 years)

Starnes Brothers Holding, Inc

2016 - Present (8 years)

Starnes Holdings, Inc

2015 - Present (9 years)

The Starnes Group, Inc

2016 - 2021 (5 years)

Mml Investors Services, LLC

2014 - 2021 (7 years)

Metlife Securities

Disclosures

Please visit the SEC profile of James Starnes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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